Downloads from CITI, AMEX, FNBO all not working
I've deactivated and reactivates AND tried downloading .qfx files from the credit card site and importing them. NOTHING IS WORKING> I'm entering transactions one by one manually.
What happened?
Comments
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Hello @cealcraig,
Thank you for letting us know you're encountering this issue. To help troubleshoot, please provide more information. What is happening when you try to update your accounts with these financial institutions? Are you seeing any error messages/codes? If not, what behavior are you observing in your Quicken?
What happens when you try to import the .QFX file? Are you seeing any errors? If so, what is the exact error message/code you are seeing? If possible, please include a screenshot, with any personal information redacted. If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.
I look forward to your response!
Quicken Kristina
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I am also having the same problem. Mine is CITI and AMEX. I have also tried deactivating and reactivating. This is totally frustrating as it affects 6 accounts for me!
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Hello @Beesunny27,
Thank you for letting us know you're also encountering this issue. To help troubleshoot, please provide more information. What is happening when you try to update your accounts with these financial institutions? Are you seeing any error messages/codes? If not, what behavior are you observing in your Quicken?
What happens when you try to import the .QFX file? Are you seeing any errors? If so, what is the exact error message/code you are seeing? If possible, please include a screenshot, with any personal information redacted. If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.
I look forward to your reply!
Quicken Kristina
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I am downloading activity account by account. I don't do them all at once. It just says its downloading activity. There are no error messages. I just tried
downloading from CITI and it downloaded 2 transactions. There are many more transactions. I will attached the screenshots. There are no error messages. I haven't tried importing the .QFX file. How do you import a .QFX file. I haven't tried AMEX.
Thanks,
Erica Olinick
[Removed - Personal Info]
[Edit - Removed Personal Information]
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I was able to download a QFX file from CITI. It is much more cumbersome to do this way since I have to do month by month rather than the 2 months that I was missing. I did this only on one of my 4 CITI accounts. If I do it from Quicken, it does it by username on the CITI website and then I only have to do it 2 times since I have an account with 2 cards and my husband also has an account with 2 card.
Not an ideal work around.
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Thank you for your reply,
To clarify, you're not seeing any errors, but most of your transactions are not downloading into your account register (unless you use QFX, but that doesn't make a good work-around)?
When did this issue start? If you haven't already done so, please follow the troubleshooting in this article on missing transactions/transactions not downloading:
Please let me know how it goes!
Quicken Kristina
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I have tried all of the troubleshooting steps mentioned in the article. It started in January and I didn't realize it until last week. When I did the one step update the other day, it only downloaded 2 transactions out of many for the last 2 months. The QFX works but it is just takes longer because I have to do it month by month for every individual account.
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Thank you for your reply,
If you have followed all the steps from that article and the issue persists, the next step is to verify if the financial institution is sending the information to us. To do that, please navigate to Help>Report a Problem and send us a problem report with log files attached.
Additionally, please provide 3 transactions that are showing posted on the financial institution side, but are not in your Quicken at all (not downloaded, not imported via QFX, and not manually entered). If those transactions don't show in the screenshots you included earlier, please also include an updated screenshot that shows those 3 transactions are posted on the financial institution side.
Thank you!
Quicken Kristina
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Here are the screenshots that I can't attach to the Report a problem… part of Quicken.
[Edited - Removed Partial Account Numbers]
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Thank you for your reply,
Thank you for sending logs and including screenshots. When I check the logs, the transactions missing from there also. I'm not seeing any recent error messages though.
Based on the fact that the missing transactions aren't in the logs, and there aren't any error messages from the financial institution's server, let's start by refreshing your authentication token in Quicken. To do this, please follow these steps to log out of Quicken, then log back in:
- Navigate to Edit>Preferences>Quicken ID & Cloud Accounts.
- Click the blue Sign in as a different user link.
- In the confirmation window that comes up, type "yes", then click the Sign Out button.
- Once Quicken finishes logging you out, it will bring you to the login screen.
- Log into Quicken.
- Test to see if the issue is resolved.
Please let me know how it goes!
Quicken Kristina
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